Investment Q&A

• Fastly Inc. Class A (FSLY $7.25)
  • $7.25 Cap: $1.06B
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Q: Hi 5i,
FSLY reported earnings today and stock is up....How were their earnings and forecast. What does the future look like for them today?
Currently own this stock down -35%. Would you continue to hold ORsell and move on. There are no tax loss benefits to capture.
If sell what would you suggest to replace with in similiar space?
Thx
Jim

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Read Answer Asked by jim on November 04, 2021

• 5N Plus Inc. (VNP $15.49)
  • $15.49 P/E (TTM): 30.98X Cap: $1.36B
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Q: Can you comment on VNP earnings?

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Read Answer Asked by Brian on November 04, 2021

• Magnite Inc. (MGNI $25.33)
  • $25.33 P/E (TTM): 72.65X Cap: $3.44B
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Q: Hi, any updated views or news on MGNI! I'm continuing to hold on for the longer term.
I thank-you in advance.! Sam

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Read Answer Asked by sam on November 04, 2021

• Zillow Group Inc. (ZG $83.80)
  • $83.80 Cap: $18.79B
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• Digital Turbine Inc. (APPS $4.10)
  • $4.10 Cap: $457M
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Q: Of these 3 losers today which would be your preferred one to follow for a buy?

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Read Answer Asked by Gerald on November 03, 2021

• Rockwell Automation Inc. (ROK $349.97)
  • $349.97 P/E (TTM): 39.85X Cap: $39.48B
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• ON Semiconductor Corporation (ON $50.95)
  • $50.95 P/E (TTM): 45.62X Cap: $21.20B
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Q: Thoughts on earnings and forcast for both ? Thank you.

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Read Answer Asked by Paul on November 03, 2021

• Dye & Durham Limited (DND $10.20)
  • $10.20 Cap: $700M
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Q: Would you start a position in Dye & Durham

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Read Answer Asked by Gilles on November 03, 2021

• BlackBerry Limited (BB $5.18)
  • $5.18 Cap: $3.08B
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Q: Do you think BlackBerry (TSX:BB) has the management and product[s] to be worth buying today for the long term?

Thank you.

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Read Answer Asked by Ross on November 03, 2021

• PayPal Holdings Inc. (PYPL $69.48)
  • $69.48 P/E (TTM): 14.5X Cap: $66.78B
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• Mastercard Incorporated (MA $593.21)
  • $593.21 P/E (TTM): 39.91X Cap: $541.46B
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• Visa Inc. (V $348.82)
  • $348.82 P/E (TTM): 33.56X Cap: $679.05B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Upstart Holdings Inc. (UPST $69.15)
  • $69.15 Cap: $6.62B
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• Affirm Holdings Inc. (AFRM $77.39)
  • $77.39 Cap: $25.64B
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Q: Looking to put some money into fintech space which company or ETF would you recommend

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Read Answer Asked by mike on November 03, 2021

Q: Hi 5i,

May I have your take on earnings? Is the growth story still intact?

TIA!

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Read Answer Asked by Wayne on November 03, 2021

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
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Q: Is there a preferred account within which to hold NVDA?

Thanks
Robert

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Read Answer Asked by Robert on November 03, 2021

• ChargePoint Holdings Inc. (CHPT $11.52)
  • $11.52 Cap: $275M
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Q: Can u give an opinion on chpt for 2-3 year hold as a possible buy
Your past view seems to be more of a wait and see
Seems there will be increased demand for this service as ev vehicles grow
Thanks

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Read Answer Asked by Indra on November 02, 2021

• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 33.83X Cap: $2.44T
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• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
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• Kinaxis Inc. (KXS $192.21)
  • $192.21 P/E (TTM): 164.37X Cap: $5.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 77.53X Cap: $255.35B
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• Tesla Inc. (TSLA $346.60)
  • $346.60 P/E (TTM): 185.03X Cap: $1.11T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.33B
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• CrowdStrike Holdings Inc. (CRWD $418.83)
  • $418.83 Cap: $104.82B
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• Digital Turbine Inc. (APPS $4.10)
  • $4.10 Cap: $457M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.65B
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Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks

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Read Answer Asked by Ben on November 02, 2021

• NIO Inc. American depositary shares each representing one Class A (NIO $6.09)
  • $6.09 Cap: $14.23B
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• XPeng Inc. American depositary shares each representing two Class A (XPEV $23.07)
  • $23.07 Cap: $22.56B
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Q: what is your view on these two companies, is it a buy now? which one is better ?thanks.



selina

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Read Answer Asked by selina on November 02, 2021

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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• CrowdStrike Holdings Inc. (CRWD $418.83)
  • $418.83 Cap: $104.82B
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Q: These two still look good for tech exposure, with the caveat that they are higher risk?

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Read Answer Asked by Robert on November 02, 2021

• Fount Metaverse ETF (MTVR)
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Q: Good day gentlemen, I would highly appreciate your comments regarding newly launched by Fount two thematic ETFs - SUBS and MVRT... Risks / Growth perspective/ expected growth derivative if things go well

Thank you for great service!

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Read Answer Asked by Galina on November 02, 2021

• StoneCo Ltd. (STNE $15.42)
  • $15.42 Cap: $4.16B
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Q: Your thoughts please on the Stone quarterly report and the impact on the future direction of the company.Thanks.

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Read Answer Asked by Maurice on November 01, 2021

• CrowdStrike Holdings Inc. (CRWD $418.83)
  • $418.83 Cap: $104.82B
  • View CRWD Profile
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Q: Hello Team,
Could you comment on CRWD 10% drop since last week please. and Do you think it is a good time to add???
Thank you!

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Read Answer Asked by Issaku on November 01, 2021

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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Q: Hi 5i

Zendesk (ZEN) shares are down 24% on announcement this morning of a deal to acquire SurveyMonkey owner Momentive...What is your opinion on this deal and the future of ZEN going forward?
Share price drop excessive?
Would you be interested in ZEN and if so at what entry price would be attractive?

Thx
Jim

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Read Answer Asked by jim on November 01, 2021

Q: Hello. What do you think about Propel Holdings? Similarities to Goeasy or Upstart? Do you think that it has good upside? I know it is a recent IPO and you prefer to wait and see

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Read Answer Asked by Bryan on November 01, 2021

• ARK Innovation ETF (ARKK $75.66)
  • $75.66 P/E (TTM): 246.89X Cap: $7.99B
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• Goldman Sachs Future Tech Leaders Equity ETF (GTEK $35.78)
  • $35.78 P/E (TTM): 114.36X Cap: $172M
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Q: Goldman Sachs introduced, Goldman Sachs Future Tech Leaders Equity ETF (GTEK). How does this offering compares to ARKK. Would you choose one over the other, or are they different enough to own both.Thanks

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Read Answer Asked by Saad on November 01, 2021